National independent financial planning network Beaufort Group has added Wiltshire-based Statehouse Group in the form of a new appointed representative.
The firm will become Beaufort Financial (Swindon) and will continue to operate from its office in Hook, adding more than £150m assets under management to the group. The new 10 personnel-strong Beaufort Financial Swindon team will continue to be led by Statehouse Group principal Nick Cowen and will add more than 3,000 private and corporate clients to the Beaufort Group. The new firm will have outsource compliance, marketing, paraplanning to the group and will have access to Beaufort Investment Mangement, the Group's DFM. Beaufort has taken an undisclosed stake in the firm. "We have...
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